UNH News

Latest updates and analysis for UnitedHealth Group Incorporated

R40 Coverage

UnitedHealth's First Revenue Decline in Decades. The $439B Guidance Problem.

UnitedHealth guided 2026 revenue to $439B — down from $448B in 2025. It's the company's first annual revenue decline in decades, and the stock is paying for it.

R40

January 2026

NewsJan 30

UnitedHealth Strong Buy

Insiders cashing out 22.8M; technical $148.29, consensus $230.63.

@CapitalWisdomAI on X

NewsJan 29

UNH Decline Signals Unease

Rising costs or tighter margins in healthcare; drop suggests consumer demand worries.

@EquityInsightsElite on X

NewsJan 28

UnitedHealth Extends Decline

Down -20%, erasing $65B market cap—worst day since April 2025.

@KobeissiLetter on X

NewsJan 27

UnitedHealth Turnaround Materializing

12% revenue growth; guidance shows improvement vs 2025 margins—floor at 17x forward earnings.

@patientinvestor on X

NewsJan 22

UNHappy Ending: How Big Challenges Nuked My UnitedHealth Thesis

Thesis knocked out; lost 20% market cap post-earnings.

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